Manhattan West Asset Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 283630
· SEC file 801-107862
· Los Angeles, CA
· www.manhattanwest.com
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 383
- Avg AUM / client
- $3.0M
- Accounts
- 383
- Employees
- 36
AUM over time
$0
$1.2B
May 2016
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $44.1M | 3.79% |
| High net worth individuals | 150 | $578M | 49.6% |
| Pooled investment vehicles (non-investment companies) | 45 | $502M | 43.1% |
| Charitable organizations | 3 | $28.4M | 2.44% |
| Corporations and other businesses | 4 | $11.4M | 0.98% |
Private funds (43)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $506M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mwlsv Epic Games Ii,Llc | Venture Capital Fund | Delaware | $90.6M | 39 |
| Mwlsv Epic Games I, Llc | Venture Capital Fund | Delaware | $71.0M | 28 |
| Manhattan West Finance Fund Iii, Llc | Other Private Fund | Delaware | $36.3M | 91 |
| Mw Lsvc Redwood Llc | Venture Capital Fund | Delaware | $33.0M | 97 |
| Mwam Vc Impossible Foods I, Llc | Venture Capital Fund | California | $21.9M | 80 |
| Manhattan West Venture Capital Fund, Lp | Venture Capital Fund | Delaware | $21.0M | 91 |
| Manhatan West Private Equity Fund, Llc master | Private Equity Fund | Delaware | $18.8M | 92 |
| Mwam Vc Brady Sx, Llc | Venture Capital Fund | California | $17.0M | 10 |
| Mwpe Exhibition Ii, Llc master | Private Equity Fund | Delaware | $16.1M | 68 |
| Manhattan West Finance Fund Iv, Llc master | Other Private Fund | Delaware | $15.2M | 27 |
| Mw Lsvc Zapp, Llc | Venture Capital Fund | Delaware | $14.8M | 61 |
| Mw Lsv Anduril Industries Ii, Llc | Venture Capital Fund | Delaware | $14.1M | 10 |
| Mw Lsvc Anduril, Llc | Venture Capital Fund | Delaware | $10.4M | 21 |
| Mw Lsvc Redwood Ii Llc | Venture Capital Fund | Delaware | $10.2M | 18 |
| Mwlsv Epic Games Iii, Llc | Venture Capital Fund | Delaware | $9.5M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kurz, Kate, Elizabeth | Chief Administrative Officer | Jun 2016 (10y) | Less than 5% | |
| Lorenzo Daniel Esparza | Managing Member | Jun 2016 (10y) | 75% or more | |
| Ryan, Hubert, William | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Garcia, Gabe | Chief Financial Officer | Jun 2021 (5y) | Less than 5% | |
| Weitz, Matthew, Jeremy | General Counsel | Mar 2022 (4y) | Less than 5% | |
| Mccoy, James, Michael | Chief Operating Officer | Nov 2022 (4y) | Less than 5% | |
| Angelica Maria Spielman | Registered representative | Jun 2016 (10y) | ||
| Justin Alexander Mccurdy | Registered representative | Jun 2017 (9y) | ||
| Robert Joseph Wussler | Registered representative | Apr 2020 (6y) | ||
| Francois Maximilian Schramek | Registered representative | CFA | Sep 2021 (5y) | |
| Michael Robert Galanowsky | Registered representative | CFA | Mar 2022 (4y) | |
| Patrick Steven Mcdonald | Registered representative | CFP | Mar 2023 (3y) | |
| Laurence Charles Rollins | Registered representative | CFP | Jan 2024 (3y) | |
| Romello Crowell | Registered representative | Mar 2024 (2y) | ||
| Michael Brandon Allen | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Manhattan West Ownership Company, Llc (Mwoc Llc) | Member | Jun 2016 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (43, $506M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mwlsv Epic Games Ii,Llc | Venture Capital Fund | $90.6M | $0 | 39 |
| Mwlsv Epic Games I, Llc | Venture Capital Fund | $71.0M | $0 | 28 |
| Manhattan West Finance Fund Iii, Llc | Other Private Fund | $36.3M | $100K | 91 |
| Mw Lsvc Redwood Llc | Venture Capital Fund | $33.0M | $0 | 97 |
| Mwam Vc Impossible Foods I, Llc | Venture Capital Fund | $21.9M | $0 | 80 |
| Manhattan West Venture Capital Fund, Lp | Venture Capital Fund | $21.0M | $50.0K | 91 |
| Manhatan West Private Equity Fund, Llc | Private Equity Fund | $18.8M | $0 | 92 |
| Mwam Vc Brady Sx, Llc | Venture Capital Fund | $17.0M | $0 | 10 |
| Mwpe Exhibition Ii, Llc | Private Equity Fund | $16.1M | $20.0K | 68 |
| Manhattan West Finance Fund Iv, Llc | Other Private Fund | $15.2M | $0 | 27 |
| Mw Lsvc Zapp, Llc | Venture Capital Fund | $14.8M | $0 | 61 |
| Mw Lsv Anduril Industries Ii, Llc | Venture Capital Fund | $14.1M | $0 | 10 |
| Mw Lsvc Anduril, Llc | Venture Capital Fund | $10.4M | $0 | 21 |
| Mw Lsvc Redwood Ii Llc | Venture Capital Fund | $10.2M | $0 | 18 |
| Mwlsv Epic Games Iii, Llc | Venture Capital Fund | $9.5M | $0 | 1 |
| Mwam Vc Space X Ii, Llc | Venture Capital Fund | $9.2M | $0 | 5 |
| Mwam Vc Space X I, Llc | Venture Capital Fund | $8.4M | $0 | 13 |
| Manhattan West Venture Capital Growth Opportunities Fund I, Lp | Venture Capital Fund | $8.3M | $100K | 47 |
| Mw Lsv Relativity Space, Llc | Venture Capital Fund | $7.8M | $0 | 10 |
| Mwsi Vc Anduril Industries I, Llc | Venture Capital Fund | $7.1M | $0 | 12 |
| Mw Lsvc Discord, Llc | Venture Capital Fund | $6.5M | $0 | 2 |
| Mwsi Vc Klarna Ii, Llc | Venture Capital Fund | $5.7M | $0 | 15 |
| Mwsi Vc Kraken I, Llc | Venture Capital Fund | $5.4M | $0 | 3 |
| Manhattan West Secondaries Fund, Lp | Venture Capital Fund | $5.2M | $0 | 26 |
| Mwsi Vc Impossible Foods Ii, Llc | Venture Capital Fund | $5.1M | $0 | 6 |
Top 25 of 43 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 11.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $508M (44% of AUM) Jul 2026
- Fidelity Distributors Company Llc $137M (12% of AUM) Jul 2026
- Strata Trust Company $533K (0% of AUM) Mar 2023
- First Republic Bank $513K (0% of AUM) Mar 2023
- Pacific Premier Trust $292K (0% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗